Pioneer Wealth Management Group

Q2 2026 13F-HR Holdings

Location
Austin, TX
Holdings as of
6/30/2026
Date filed
7/7/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$413,936
Net value change ($000)
+57,404 (16.1%)
New positions
5
Sold out positions
0
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAU 15,452 21.0%
DFAI 7,246 13.1%
SCHZ 5,591 12.0%
DFAE 4,564 20.3%
SCHH 3,384 19.3%
DFAS 2,886 25.1%
VCIT 2,685 9.1%
AAPL 2,160 126.9%
DFAT 2,014 21.0%
DFSD 1,859 NEW
Top Reduces (Value $000, Stocks/ETFs)
TFLO -1,055 -17.2%
BIL -844 -20.7%
ITOT -64 -11.3%
CRM -45 -15.7%
VIG -41 -13.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type